Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,252 | $154,228-85.6% | $145,433-84.7% | $137,256-83.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.27% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $4,929 | $4,804+2.6% | $4,554+8.2% | $4,156+18.6% |
| Participant deferral / active EE | $10,480 | $8,216+27.5% | $7,897+32.7% | $6,407+63.6% |
| Admin fee / account holder | $13,344 | $14,344-7.0% | $13,129+1.6% | $12,270+8.8% |